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iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
276
Davis Wealth Advisors
New Hampshire
$999K +$41.3K +818 +4%
WCP
277
Wick Capital Partners
Pennsylvania
$978K -$66.7K -1,320 -6%
HA
278
Hegarty Advisors
New York
$973K +$20.3K +401 +2%
IP
279
Indivisible Partners
Florida
$959K +$959K +18,969 New
PWA
280
Peterson Wealth Advisors
Utah
$948K -$110K -2,172 -10%
BAMG
281
Brand Asset Management Group
Missouri
$946K +$405K +8,005 +75%
CA
282
Clune & Associates
Illinois
$943K -$113K -2,231 -11%
BWM
283
BAM Wealth Management
Colorado
$937K +$50K +989 +6%
BIG
284
Boothe Investment Group
Delaware
$935K +$934K +18,490 New
RCG
285
Regatta Capital Group
California
$931K +$261K +5,168 +39%
WT
286
Whittier Trust
California
$924K – – –
PA
287
Procyon Advisors
Connecticut
$920K +$919K +18,185 New
EH
288
Equitable Holdings
New York
$909K +$169K +3,337 +23%
SFG
289
Sovereign Financial Group
Connecticut
$897K +$127K +2,512 +16%
NB
290
Nicolet Bankshares
Wisconsin
$866K +$341K +6,746 +65%
RA
291
Riverstone Advisors
Texas
$859K +$239K +4,734 +39%
GJIA
292
Glass Jacobson Investment Advisors
Maryland
$858K – – –
BOH
293
Bank of Hawaii
Hawaii
$854K -$25.3K -500 -3%
MFP
294
Meramec Financial Planners
Missouri
$846K -$46.9K -928 -5%
WMG
295
WESCAP Management Group
California
$829K – – –
AWP
296
Astra Wealth Partners
New Jersey
$824K +$245K +4,846 +42%
BCA
297
Bay Colony Advisors
Massachusetts
$818K +$83.5K +1,653 +11%
KPWS
298
Kestra Private Wealth Services
Texas
$808K -$89.6K -1,774 -10%
CCM
299
Condor Capital Management
New Jersey
$804K +$12.9K +255 +2%
SG
300
Sankala Group
Colorado
$801K +$292K +5,781 +57%